+230.2%
HIMS vs SAP
+56.2%
+174.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.3% | +2.7% |
| 7D | -0.9% | -0.3% | -0.7% | -1.0% |
| 30D | -10.8% | +2.6% | -13.4% | -12.2% |
| 3M | +3.7% | +16.3% | -12.6% | -7.1% |
| 6M | +79.0% | +6.4% | +72.6% | +69.3% |
| YTD | -13.2% | -11.4% | -1.8% | -9.3% |
| 1Y | -43.3% | -20.4% | -22.8% | -35.3% |
| 3Y | +331.4% | +56.5% | +274.9% | +166.8% |
| 5Y | +230.2% | +56.8% | +173.5% | +117.5% |
| All | +230.2% | +56.2% | +174.0% | +117.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SAP.
Daily Out/Under-Performance
Portfolio return minus SAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SAP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling